Head - Financial Planning Currently we have an excellent opportunity with a fast growing SEBI registered FinTech in the investment domain. The company is growing exponentially in their journey to become a unicorn by 2023. The client has 10 Lakh registered customers on their FinTech platform. Experience : 5 years + Position : Head Financial Planning Job description : - Provide financial planning and investment advisory services to Private Wealth Clients in coordination with the Wealth Managers / Relationship Managers - Research and present investment strategies. - Develop and execute retirement planning. - Implement risk management and tax planning strategies. - Coordinate estate planning. - Manage client relationships. - Open, transfer, and manage client accounts. - Prepare financial policy and procedure documentation. - Identify financial process improvement. - Generate and process paper and electronic documents. - Creation/modification of Financial Planning related content viz. FAQs, Case Studies, Articles, Presentations, Videos etc. Qualifications / Skills : - Comprehensive knowledge of topics related to financial planning. - In-depth understanding of the securities industry, including investment and insurance products and services - Self-starter with an entrepreneurial spirit - Results-oriented mindset - Exemplary written and verbal communication skills - Strong interpersonal aptitude - Ability to maintain confidentiality. - Experience with financial planning software - Advanced Microsoft Excel skills Education and Experience Requirements : - CFA or CFP certification or CWM Certification - Bachelor's degree in business or related field - 5-10 years' experience in the financial services industry

Mumbai

Head - Financial Planning - FinTech - CFA 

Job Description for Head - Financial Planning - FinTech - CFA  in SearchLight HR Services Pvt. Ltd in  Mumbai for (5-10) years of experience. Apply Now!